JPL Wealth Management’s CareDx CDNA Stock Holding History

JPL Wealth Management’s Portfolio CDNA Stock Details CDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3	Closed	-$53	–	1894
2026 Q1	$53	Buy	+3	New	+$57	﹤0.01%	1500

Other funds holding CDNA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JPL Wealth Management's CDNA Position: Q2 2026 in Review

JPL Wealth Management sold out of CareDx (CDNA) in Q2 2026, closing a stake of 3 shares — an estimated $53 sold.

JPL Wealth Management first reported a position in CDNA in Q1 2026 and held it in 1 quarter. The position peaked at $53 in Q1 2026. 227 funds tracked by Wall St. Rank hold CDNA as of Q2 2026.

JPL Wealth Management reported no remaining CareDx position as of Q2 2026 after selling out during the quarter.
JPL Wealth Management sold 3 CareDx shares in Q2 2026, an estimated $53.
JPL Wealth Management first reported a position in CareDx in Q1 2026 and held it in 1 quarter.
JPL Wealth Management's CareDx position peaked at $53 in Q1 2026.
227 funds tracked by Wall St. Rank held CareDx as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.